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On The Move

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Deloitte Advisory Valuation Vets To Lead MPI West Coast Teams

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Eckstein and Berg are experts in estate, gift and GST tax valuation.

Longtime Cowen Director Jack H. Nusbaum Dies At Age 80

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Nusbaum was a senior partner with Cowen's outside counsel, Willkie Farr & Gallagher LLP.

Advisor Group Adds Texas Advisor With $102M In AUM

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James Keller joins Advisor Group through its subsidiary and network member firm Woodbury Financial Service.

Wealthspire Taps Jim DeCarlo As Chief Strategic Growth Officer

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DeCarlo is the former CEO of StratWealth, a wealth management firm Wealthspire recently acquired.

BNP Paribas Names Daniel Klein Global Head Of Client Services

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Klein joined BNP Asset Management in 2003, and since 2011 has worked for the Paris-based company in the U.S.

Summit Financial Relocates To Larger HQ In Lafayette, La.

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Summit said it will move into its new headquarters next year.

FamilyWealth Hires Lisa Martinez As Investment Advisor Representative

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Martinez will work in the firm's Lake Mary, Fla., branch office.

Bluestein Group Joins Wedbush With $180M AUM

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The Bluestein Group was formerly with Wells Fargo Advisors.

$275M Team Joins Janney In Fort Lauderdale

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The Stacks Raisman team were formerly with BB&T Scott & Stringfellow.

Three Advisors With $228M In Combined AUM Join Wells Fargo

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The three advisors bring 55 years of collective experience to Wells Fargo.

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